MSTR vs. FRES.L
MSTR (Strategy Inc) and FRES.L (Fresnillo plc) are both stocks. MSTR operates in Software - Application (Technology), while FRES.L operates in Other Precious Metals & Mining (Basic Materials). Over the past 10 years, MSTR returned 21.08%/yr vs 11.50%/yr for FRES.L. At a 0.14 correlation, their price movements are largely independent.
Performance
MSTR vs. FRES.L - Performance Comparison
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Different Trading Currencies
MSTR is traded in USD, while FRES.L is traded in GBp. To make them comparable, the FRES.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, MSTR achieves a -16.29% return, which is significantly lower than FRES.L's -8.16% return. Over the past 10 years, MSTR has outperformed FRES.L with an annualized return of 21.08%, while FRES.L has yielded a comparatively lower 11.50% annualized return.
MSTR
- 1D
- 5.61%
- 1M
- -32.19%
- YTD
- -16.29%
- 6M
- -30.75%
- 1Y
- -66.03%
- 3Y*
- 65.16%
- 5Y*
- 19.92%
- 10Y*
- 21.08%
FRES.L
- 1D
- 1.26%
- 1M
- -17.20%
- YTD
- -8.16%
- 6M
- 14.90%
- 1Y
- 129.08%
- 3Y*
- 73.37%
- 5Y*
- 31.08%
- 10Y*
- 11.50%
MSTR vs. FRES.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MSTR Strategy Inc | -16.29% | -47.53% | 358.54% | 346.15% | -74.00% | 40.13% | 172.42% | 11.65% | -2.70% | -33.49% |
FRES.L Fresnillo plc | -8.16% | 511.09% | 4.36% | -29.44% | -7.20% | -19.52% | 84.40% | -20.96% | -41.76% | 30.31% |
Correlation
The correlation between MSTR and FRES.L is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.15 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.11 |
Correlation (All Time) Calculated using the full available price history since May 9, 2008 | 0.14 |
Fundamentals
MSTR:
$42.47B
FRES.L:
£22.27B
MSTR:
-$40.19
FRES.L:
£2.08
MSTR:
79.74
FRES.L:
2.77
MSTR:
1.16
FRES.L:
4.80
MSTR:
$490.47M
FRES.L:
£8.03B
MSTR:
$334.08M
FRES.L:
£3.75B
MSTR:
$466.93M
FRES.L:
£3.90B
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Return for Risk
MSTR vs. FRES.L — Risk / Return Rank
MSTR
FRES.L
MSTR vs. FRES.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategy Inc (MSTR) and Fresnillo plc (FRES.L). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| MSTR | FRES.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.20 | ||
| Sortino ratioReturn per unit of downside risk | -4.36 | ||
| Omega ratioGain probability vs. loss probability | 0.82 | 1.33 | -0.51 |
| Calmar ratioReturn relative to maximum drawdown | -0.86 | 3.88 | -4.74 |
| Martin ratioReturn relative to average drawdown | -1.27 | 8.94 | -10.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MSTR | FRES.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.94 | 2.26 | -3.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.69 | -0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | 0.25 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.12 | 0.19 | -0.07 |
Drawdowns
MSTR vs. FRES.L - Drawdown Comparison
The maximum MSTR drawdown since its inception was -99.86%, which is greater than FRES.L's maximum drawdown of -86.88%. Use the drawdown chart below to compare losses from any high point for MSTR and FRES.L.
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Drawdown Indicators
| MSTR | FRES.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.86% | -86.88% | -12.98% |
Max Drawdown (1Y)Largest decline over 1 year | -76.53% | -33.11% | -43.42% |
Max Drawdown (3Y)Largest decline over 3 years | -77.42% | -34.38% | -43.04% |
Max Drawdown (5Y)Largest decline over 5 years | -84.11% | -55.86% | -28.25% |
Max Drawdown (10Y)Largest decline over 10 years | -89.27% | -75.05% | -14.22% |
Current DrawdownCurrent decline from peak | -73.15% | -32.27% | -40.88% |
Average DrawdownAverage peak-to-trough decline | -86.47% | -48.34% | -38.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 52.19% | 14.39% | +37.80% |
Volatility
MSTR vs. FRES.L - Volatility Comparison
Strategy Inc (MSTR) has a higher volatility of 21.43% compared to Fresnillo plc (FRES.L) at 16.88%. This indicates that MSTR's price experiences larger fluctuations and is considered to be riskier than FRES.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSTR | FRES.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 21.43% | 16.88% | +4.55% |
Volatility (6M)Calculated over the trailing 6-month period | 56.80% | 43.87% | +12.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 70.82% | 56.89% | +13.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 90.87% | 45.29% | +45.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 73.77% | 45.39% | +28.38% |
Dividends
MSTR vs. FRES.L - Dividend Comparison
MSTR has not paid dividends to shareholders, while FRES.L's dividend yield for the trailing twelve months is around 3.15%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
FRES.L Fresnillo plc | 3.15% | 2.00% | 1.36% | 1.98% | 2.44% | 2.66% | 1.00% | 2.35% | 3.49% | 1.73% |
MSTR Strategy Inc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
MSTR vs. FRES.L - Financials Comparison
This section allows you to compare key financial metrics between Strategy Inc and Fresnillo plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
MSTR and FRES.L have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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